Leominster, MA Financial Advisors and Resources



Financial Advisor Firms in Leominster, MA


NEW HARBOR FINANCIAL GROUP, LLC

Website

(978) 537-7701

54 Main Street
Suite 102
Leominster, MA 1453

SEC#: 801-72007
Years in Business: 10 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

WILLIAMS FINANCIAL, LLC

Website

(866) 986-4469

14 Monument Square
Suite 402
Leominster, MA 1453

SEC#: 801-118678
Years in Business: 1 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(978) 847-0140

975 Merriam Ave

Leominster, MA 1453

SEC#: 801-108179
Years in Business: 5 years


How Retirement-Friendly is Leominster, MA?

  • Population: 41,606
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $245,400
  • Average Monthly Housing Cost: $1,127
  • Average Household Income: $81,488
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)


Leominster, MA Financial Advisor FAQs

Financial advisors help their clients manage money by investing, saving, and planning for retirement. Advisors often have a specialized expertise in specific areas of financial planning such as tax or college savings. Financial advisors can also offer advice to businesses on topics such as benefit planning or business succession.
If you have a complicated financial situation, it's probably a good idea to have someone help you with your finances.
There are two primary models. In the hourly model you work on a project-by-project basis earning an agreed upon hourly rate or per diem with a monthly fee for expenses. The other type of remuneration comes from advising clients which often includes some upfront fees, but without any continuing monthly cost, and at that point there is no need to be concerned about profit margins because they have already been achieved.
A financial advisor can help you invest your money and set goals. They might also help you come up with a budget so that you don't spend all of the money that you need for your future plans. One way to find one is to search online or ask friends and family for suggestions of people they know who did well advising them on their investments.